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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,543 | $102,393+13.8% | $147,041-20.7% | $80,911+44.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 23.43% | 134.95%-111.5pp | 419.21%-395.8pp | 35.63%-12.2pp |
| Employer contribution / active EE | $7,249 | $3,715+95.1% | $4,935+46.9% | $2,756+163.1% |
| Participant deferral / active EE | $9,472 | $6,647+42.5% | $8,071+17.4% | $4,297+120.4% |
| Admin fee / account holder | $1,637 | $7,943-79.4% | $13,006-87.4% | $6,935-76.4% |